Ad is loading...
FXAIX vs PCAQX
FXAIX vs PCAQX Comparison
Open Charts FXAIX vs PCAQX
Principal Capital Appreciation R5
Price$77.44
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets4.47B
FXAIX vs PCAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. PCAQX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Buy and PCAQX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. PCAQX (4.47B). FXAIX pays higher dividends than PCAQX: FXAIX (1.34) vs PCAQX (0.53). FXAIX was incepted earlier than PCAQX: FXAIX (14 years) vs PCAQX (15 years). PCAQX (0.68) is less costly to investors than FXAIX (0.01). PCAQX is a more actively managed with annual turnover of: 41.40 vs. FXAIX (2.00). FXAIX (0) and PCAQX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. PCAQX (2.86). FXAIX return over 5 years is better than : 108.40 vs. PCAQX (73.99).
| FXAIX | PCAQX | FXAIX / PCAQX | |
| Total Expense Ratio | 0.01 | 0.68 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.68 | 2% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -3.366 | -4.724 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 4.47B | 13,286% |
| Annual Yield % from dividends | 1.34 | 0.53 | 250% |
| Returns for 1 year | 9.99 | 2.86 | 349% |
| Returns for 3 years | 48.07 | 43.35 | 111% |
| Returns for 5 years | 108.40 | 73.99 | 147% |
| Returns for 10 years | 194.80 | 41.17 | 473% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers